Contents of the Compute/Update Amount Taken Purchase Year-To-Date Screen
Use the fields and options to configure the Compute/Update Amount Taken Purchase Year-to-Year screen.
Identification
Use the fields in this block to create a new parameter ID or to retrieve a previously saved parameter ID. A parameter ID represents a set of screen selection parameters. After you have saved a parameter ID and its related parameters, you can retrieve them using Query.
You can use the retrieved parameters to produce reports and run processes more efficiently and with greater consistency. The saved parameters are also useful and necessary when you want to run the process as part of a batch job. Many users save a unique set of parameters for each different way they run a report or process. When you select a previously saved parameter ID or parameter description, the associated saved screen selection parameters automatically display as selection defaults. The page setup and print options, if there are any, are also included in the saved parameter ID. You can change any of the associated selection defaults as necessary.
| Field | Description |
|---|---|
| Parameter ID |
Enter, or click
When you save your record, all the selections made on the screen are stored with the parameter ID. Later, you can retrieve the parameter using Query. You can use the parameter to run the process more efficiently because you can select the parameter ID with its previously defined screen selections. After the default selections display on the screen, you can override the defaults. |
| Description |
Enter, or click
|
to select, a parameter ID of up to 15 alphanumeric characters. Choose characters for your parameter ID that help identify the type of selections you made on the screen, such as PERIOD or QUARTERLY.
Selection Ranges
Use this group box to select asset/item numbers for the report. If you enter a specific asset number, you must also enter a corresponding item number before you can run the report and/or update process. When you select the All records and the Exceptions only when Amt Taken PYTD is zero option in the Verify/Update Data For group box, this may modify which records from the selected asset/item number range are included in the report.
Asset/Item Numbers
The Start and End fields use Lookups to the ASSET table. Carefully make your selections so that you will retrieve/update the expected data.
| Field | Description |
|---|---|
| Option |
Select a range option from the drop-down list. The available options are:
|
| Start |
Enter, or click
If you select All or From Beginning in the Option field, these fields will be inactive. |
| End |
Enter, or click
If you select "All," "One," or "To End" in the Range Option field, these fields will be inactive. |
to select, the beginning asset/item number for the range.
Options
Verify/Update Data For
Use the options in this group box to choose which records to verify/update, within your asset/item number and book selection. You can verify/update data for:
- Exception records only (records in which current Asset Master data is different from the system-computed data)
- Exceptions only when the value in the Amt Taken Purchase YTD field is zero or for all selected records
| Field | Description |
|---|---|
| Exceptions only when Amt Taken PYTD is zero |
Select this option to verify/update data only for records that are exceptions and for which the value in the Amt Taken Purchase YTD field is zero. If you select this option, the system will only verify/update data in which the current values displayed in the Asset Master data are different from the values that the system would automatically have computed for the Amt Taken Purchase YTD field if the value in the Amt Taken Purchase YTD field is zero. |
| All exceptions |
Select this option to verify/update data for records that are exceptions. If you select this option, the system will only verify/update data in which the current values displayed in the Asset Master data are different from the values that the system would automatically have computed for the Amt Taken Purchase YTD. |
| All records |
Select this option to verify/update data for all records within the selected asset/item number range and selected books. Both exceptions and non-exceptions are included. |
Select Books
Use this group box to select each book for which you want the system to verify/update depreciation computation data.
| Field | Description |
|---|---|
| G/L Book |
Select this check box to include data for the General Ledger book when you run the process. |
| Book 2 (or your label) |
Select this check box to print data for this book. If you have not established this book on the Configure Fixed Assets Settings screen, this check box will not be available. |
| Book 3 to Book 10 (or your labels) |
Please refer to the documentation for Book 2 (or your label). |
| Verify/Update Amt Taken Purchase YTD |
Click
While the report can be printed on paper or to a file, it is very important that the exceptions on the report be carefully reviewed on a record by record basis prior to executing this process. The process will replace values in fixed assets records with the system-calculated Amt Taken Purchase YTD and cannot be reversed once the process has been started. Note: The third option which falls under the Batch Mode subheading is also a print/process action to be done by the job server.
Click
The next option under the print icon is the same print action to be done by the job server. |
Asset Master Records to initiate the update process. This selection can only be used if you have printed the report first.
and select